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Dashboard

Creators and statuses

The Creators tab is the campaign’s board: who is taking part, where each of them stands and what is missing before they publish. Every creator moves through a flow of eleven statuses grouped into five phases.

The eleven statuses

Every creator in a campaign has one status, and only one. The name you see in the app is the one in the Status column of this table:

StatusPhaseWhat it means
Brief pendingRecruitmentJust added to the campaign: they still need to be contacted and sent the brief. It is the starting status for every creator who comes in.
In discussionRecruitmentContact is open and terms are being negotiated. It is set automatically when you send the email invitation.
Casting · pendingCastingProposed to the client in a casting round, waiting for their decision.
Casting · approvedCastingThe client has given them the green light.
Casting · refusedCastingThe client has rejected them.
ParticipatingProductionConfirmed in the campaign: there is a deal and they are going to collaborate.
InstructionsProductionThey have already been given the content instructions and know what they have to deliver.
Content approvalProductionTheir drafts are under review, waiting to be approved.
Published (auto)PublishedTracking has automatically detected a post of theirs that matches the campaign.
PublishedPublishedPublication confirmed. This is a final status.
DeclinedOutOut of the campaign, either because they turned the invitation down or because you dropped them. This is a final status.

Above the board there is a phase filter made of pills with counters: All, Recruitment, Casting, Production, Published and Out. It lets you look only at the part of the flow you are working on right now.

How to move a participant

  • In the Kanban view, by dragging their card to another column.
  • From the card, with the Move to… action, which lists the possible statuses.
  • In the Table view, by selecting several rows and using Set status to change them all at once.
  • Without touching anything: some actions move the status on their own. Sending an email invitation to someone in Brief pending moves them to In discussion; the creator accepting the invitation moves them to Participating and turning it down moves them to Declined; casting moves them between the statuses in its phase; and tracking takes them to Published (auto) when it detects their post.

Allowed transitions

The flow has an order, so not every jump is possible. These are the valid transitions from each status:

FromCan move to
Brief pendingIn discussion, Participating or Declined
In discussionCasting · pending, Participating or Declined
Casting · pendingCasting · approved or Casting · refused
Casting · approvedParticipating
Casting · refusedDeclined
ParticipatingInstructions, Published or Declined
InstructionsContent approval or Declined
Content approvalPublished (auto), Instructions (going back) or Declined
Published (auto)Published
Published— (final status)
Declined— (final status)

The full journey is Brief pendingIn discussion Casting · pendingCasting · approved ParticipatingInstructions Content approvalPublished (auto) Published. The casting can be skipped: from Brief pending or In discussion you can go straight to Participating.

The two board views

A switch flips between Kanban and Table. The app remembers which one you prefer.

Kanban

One column per status —all eleven—, grouped under their phase headers and tinted with each status’s colour. Every card shows the creator’s avatar, name and username, plus a source label; hovering reveals Move to…, Invite and the action to remove them. Columns with nobody in them show Drag creators here.

Eleven columns is a lot, so the Columns menu —with the Columns · N/11 counter— lets you hide the ones you do not use. Inside you have Only with creators, which leaves only the columns with people in them, and Show all, to bring them back. At least one column must always stay visible, and the setting is remembered separately for each campaign.

Table

The same information in rows, with the columns Creator, Status, Networks, Community, Tags, Required content, Published content, Last note, Spent and Actions. You can tick several rows and apply bulk actions: Set status, Invite by email and Delete. Deleting asks for confirmation, because —as the dialog itself warns— it cannot be undone.

Adding creators to the campaign

The Add talent button opens a menu with these options:

  1. 1

    By URL

    You paste profile addresses from Instagram, TikTok, YouTube, Twitch or X, one per line (commas work too). The app validates every line and flags the ones it cannot use, and it ignores profiles that were already there. Careful: profile data such as followers and engagement is updated in the background over the following minutes, so you may see it empty at first.
  2. 2

    By handle

    Opens Search and add talent: you pick a platform, search by name or username and add from the results. Here you can only search on Instagram, TikTok and YouTube: Twitch and X appear in the selector, but disabled and marked as Coming soon.
In progressThe menu also includes From a list, to bring in a whole list at once, but it is marked as Coming soon and cannot be used yet.

You can also add them from outside the campaign: in Discover or in your roster, by selecting profiles and using Add to campaign. However they come in, they all arrive in Brief pending status and each one shows where it came from: Manual, Roster or Discovered.

A participant’s profile

Clicking a creator opens a side panel with everything about them in this campaign, split into tabs:

TabWhat you’ll find
StatsThe creator’s profile with the same metrics you see everywhere else in the app.
Media planThe agreed rate and the pieces they have to deliver, each with its estimated publication date. It saves itself, and it feeds the campaign calendar and the upcoming deliverables in the overview.
ContentThe content instructions for this creator and the approval of their drafts, version by version. It is what they see in their portal.
InfoIdentity (name, username, followers, country), deal details (status, agreed rate, date added), tags and internal notes.
CommentsA thread of internal notes about that creator. Only your team sees it.
WorkflowTheir current status, the phase they are in and the full history of status changes.